+11,258.0%
LMT vs TGT
+6,106.6%
+5,151.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.6% |
| 7D | -1.3% | -3.6% | +2.2% | -0.7% |
| 30D | -12.5% | +4.4% | -16.9% | -13.3% |
| 3M | -0.5% | +25.4% | -25.8% | -4.7% |
| 6M | -20.0% | +33.4% | -53.4% | -24.4% |
| YTD | +10.4% | +65.6% | -55.2% | +0.2% |
| 1Y | +17.7% | +80.3% | -62.6% | +4.9% |
| 3Y | +34.3% | +42.1% | -7.9% | +21.0% |
| 5Y | +71.8% | -25.0% | +96.8% | +70.8% |
| 10Y | +187.0% | +208.2% | -21.2% | +109.6% |
| All | +11,258.0% | +6,106.6% | +5,151.4% | +4,131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling